Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DFIC)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFIC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-817- 5.49% |
$20.4K - $25.4K
|
14.1K
$461K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.39K+ 22.63% |
$59.5K - $74.4K
|
12.9K
$425K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-223K- 16.96% |
$5.57M - $6.95M
|
1.09M
$35.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-9.83K- 6.13% |
$245K - $306K
|
151K
$4.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12KNew |
$300K - $375K
|
12K
$396K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.28M+ 107.82% |
$31.8M - $39.7M
|
2.46M
$80.7M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-103K- 8.79% |
$2.57M - $3.21M
|
1.07M
$35.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-956- 0.03% |
$23.8K - $29.8K
|
3.38M
$111M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
588+ 11.31% |
$14.7K - $18.3K
|
5.79K
$190K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
355+ 0.22% |
$8.85K - $11.1K
|
163K
$5.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
12.4K+ 21.85% |
$309K - $386K
|
69.1K
$2.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-6.57K- 1.79% |
$164K - $204K
|
360K
$11.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-201- 0.02% |
$5.01K - $6.26K
|
822K
$27M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
795+ 15.46% |
$19.8K - $24.8K
|
5.94K
$195K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
7.35K+ 22.12% |
$183K - $229K
|
40.6K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
12.3KNew |
$308K - $384K
|
12.3K
$405K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
227+ 1.36% |
$5.66K - $7.07K
|
16.9K
$553K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6.85K+ 2.26% |
$171K - $213K
|
309K
$10.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
32.7K+ 25.05% |
$816K - $1.02M
|
163K
$5.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-62.1K- 41.72% |
$1.55M - $1.93M
|
86.7K
$2.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-400- 0.6% |
$9.98K - $12.5K
|
65.9K
$2.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
8.69K+ 21.58% |
$217K - $271K
|
49K
$1.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-96.9K- 8.09% |
$2.42M - $3.02M
|
1.1M
$36.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-27K- 19.01% |
$674K - $842K
|
115K
$3.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.53K- 13.95% |
$88.1K - $110K
|
21.8K
$716K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.33K+ 99.32% |
$58K - $72.4K
|
4.67K
$153K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.53KNew |
$188K - $235K
|
7.53K
$247K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-17.2K- 2.74% |
$429K - $535K
|
611K
$20.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
188K+ 9.19% |
$4.68M - $5.84M
|
2.23M
$73.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
128K+ 246.66% |
$3.19M - $3.99M
|
180K
$5.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
60.1K+ 13.96% |
$1.5M - $1.87M
|
491K
$16.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-762- 0.7% |
$19K - $23.7K
|
108K
$3.53M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27New |
$673 - $841
|
27
$886
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
158+ 0.98% |
$3.94K - $4.92K
|
16.3K
$535K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
885+ 6.14% |
$22.1K - $27.6K
|
15.3K
$503K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
8.34K+ 3.85% |
$208K - $260K
|
225K
$7.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-30.4K- 6.01% |
$757K - $946K
|
475K
$15.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
3.64K+ 26.0% |
$90.7K - $113K
|
17.6K
$579K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
12.8K+ 96.88% |
$320K - $400K
|
26.1K
$857K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
21.3K+ 32.14% |
$532K - $664K
|
87.7K
$2.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12.5K+ 7.09% |
$312K - $390K
|
189K
$6.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
9.42K+ 1.49% |
$235K - $294K
|
642K
$21.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.7K+ 25.43% |
$1.59M - $1.98M
|
314K
$10.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-102K- 5.86% |
$2.54M - $3.18M
|
1.64M
$53.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.06% |
$150 - $187
|
9.6K
$315K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16.3K+ 93.99% |
$406K - $507K
|
33.6K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
53.6K+ 6.33% |
$1.34M - $1.67M
|
901K
$29.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-19.9K- 0.93% |
$496K - $620K
|
2.11M
$69.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
61.2K+ 3.36% |
$1.53M - $1.91M
|
1.88M
$61.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.04% |
$449 - $561
|
51K
$1.67M
|